Core Insights - OneStream Inc. is currently viewed as a promising low-priced technology stock despite facing a 30% decline in share price year-to-date in 2025, while reporting strong fundamental results [1] - The company reported Q2 revenue of $148 million, reflecting a 26% year-over-year increase, primarily driven by a 30% rise in subscription revenue [1] - Management has modestly raised full-year revenue guidance to a range of $586-$590 million, although Q3 growth may slow due to uncertainties in U.S. public-sector spending [2] Growth Strategy - At the Goldman Sachs Communacopia + Technology Conference, the CEO emphasized the launch of CPM Express, a pre-configured version of OneStream's platform aimed at expediting deployments and reducing costs [3] - This initiative targets mid-sized companies and serves as a gateway for larger enterprises, potentially broadening the company's addressable market and accelerating growth beyond its traditional focus on Fortune 500 clients [4] Future Outlook - OneStream aims to maintain subscription growth above 20% and leverage its unique platform to unify financial and operational data [5] - The company is investing in embedded AI tools to enhance forecasting and planning capabilities, alongside developing vertical solutions such as ESG reporting [5] - OneStream offers a unified Corporate Performance Management (CPM) platform that integrates financial and operational data, supporting planning, consolidation, reporting, and analytics [6]
OneStream (OS) Growth Outlook Resilient as Subscription Momentum Offsets Market Pressures